Longbow Finance’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-211,715	Closed	-$11.1M	–	64
2023 Q1	$11.1M	Buy	211,715 +70,264	+50%	+$3.68M	1.4%	28
2022 Q4	$11.8M	Buy	+141,451	New	+$11.8M	1.59%	27